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1.02K
General
LesterTan
·
2025-08-18
$Veeva(VEEV)$  Veeva specializes In Software   support for the healthcare sector. Has a wide moat With high switching costs and high  barriers of entry. Consistent  outperformance Over the years. Earnings on  27 Aug. May be another leg up.
$Veeva(VEEV)$ Veeva specializes In Software support for the healthcare sector. Has a wide moat With high switching costs and high barriers of entry...
TOPMaurice Bertie: VEEV’s moat + track record,earnings could spark that leg up.
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2.75K
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JC888
·
2025-08-18

RGTI Earnings - Quantum Stock True Test ?

Hot on the heels of $D-Wave Quantum Inc.(QBTS)$ Q2 earnings report, comes $Rigetti Computing(RGTI)$ . Click here ! for QBTS’s quarterly earnings details, pls Repost so more will know ok. Thanks. On 12 Aug 2025, RGTI handed up its 2nd quarter report card and it is not quite what Wall Street expected. Q2 Earnings. For the June quarter: Loss per share: came to -$0.06 vs analyst estimate of $-0.05 vs Q2 2024’s -$0.07, that’s a +14.3% YoY improvement. (see below) Revenue: was $1.8  million vs consensus estimates of $1.87 million vs Q2 2024’s $3.1 million, that’s
RGTI Earnings - Quantum Stock True Test ?
TOPfizzloo: RGTI's numbers raise questions about its sustainability.
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1.54K
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Terra_Incognita
·
2025-08-12
$GDX 20250822 60.0 CALL$ GDX: collect $100 (0.8%) premium from these short calls with strike at $60 Contract expires this Fri on 15th Aug. GDX had broken out of channel above $55 last week and on its bullish run. It however hit the next level resistance at $58 formed from the high points pivots and rejected last Fri 8th Aug. Took the chance to setup short at higher $60 strike as well to test the resistance level and if GDX will consolidate again or breakout further. 
GDX CALL
08-11 21:45
US20250822 60.0
SidePrice | FilledRealized P&L
Sell
Open
0.50
2Lot(s)
--
Closed
VanEck Gold Miners ETF
$GDX 20250822 60.0 CALL$ GDX: collect $100 (0.8%) premium from these short calls with strike at $60 Contract expires this Fri on 15th Aug. GDX had ...
1
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647
General
盲炳
·
2025-08-15
$BMNR 20250815 54.0 PUT$ 今日BitMine股价回调至50日均线附近,为投机性卖出认沽期权创造窗口。尽管短期受增发200亿美元股票的稀释担忧及早期投资者解禁抛压影响,股价较近期高点回落6%,但公司一周内斥资20亿美元增持以太坊至115万枚(市值近50亿美元),彰显对区块链赛道的坚定布局。 当前隐含波动率攀升推高期权权利金收益空间,若股价在支撑位企稳,认沽期权到期作废即可锁定收益;即便短期波动,下行风险因行业长期逻辑未改(DeFi与数字资产扩张)而相对可控,操作策略与市场节奏适配性较强。
BMNR PUT
08-15 01:16
US20250815 54.0
SidePrice | FilledRealized P&L
Sell
Open
0.50
1Lot(s)
--
Closed
BitMine Immersion Technologies Inc.
$BMNR 20250815 54.0 PUT$ 今日BitMine股价回调至50日均线附近,为投机性卖出认沽期权创造窗口。尽管短期受增发200亿美元股票的稀释担忧及早期投资者解禁抛压影响,股价较近期高点回落6%,但公司一周内斥资20亿美元增持以太坊至115万枚(市值近50亿美元),彰显对区块...
TOPDreamBig572: This strategy sounds good! I am also paying attention to BMNR, looking forward to the follow-up market dynamics
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3.92K
General
WeChats
·
2025-08-15
13F Filing Secrets 📊 — What Buffett, BlackRock & Goldman Are Really Buying Every quarter, U.S. institutions with $100M+ in assets pull back the curtain on their portfolios through 13F filings. These snapshots reveal billions in moves — but with a three-month lag. Still, they’re a goldmine for spotting trends and gauging where “smart money” is leaning. This quarter’s filings show healthcare bets, selective tech rotation, and a mixed stance on China. Here’s the breakdown 👇 --- Big Headlines from Q2 2025 Buffett’s Berkshire Hathaway: Dropped $1.57B into UnitedHealth ($UnitedHealth(UNH)$  ) at ~$314/share, trimmed Apple for the second straight quarter. Hillhouse Capital: Added to Alibaba
13F Filing Secrets 📊 — What Buffett, BlackRock & Goldman Are Really Buying Every quarter, U.S. institutions with $100M+ in assets pull back the cur...
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1.61K
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LiverpoolRed
·
2025-08-18
2
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5.43K
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Tiger V
·
2025-08-15
$Palo Alto Networks(PANW)$ I recently increased my position in Palo Alto Networks (PANW) following its rollout of innovative security solutions centered on quantum readiness, including a Quantum Readiness Dashboard and Cipher Translation technology. These advancements highlight PANW’s forward-looking approach in cybersecurity, positioning it to benefit from future tech shifts. The stock gained 2.3% over the past week, outperforming many peers as the broader market rose 1.9%. While macro factors like inflation data shaped overall market sentiment, PANW’s strategic innovations reinforce its growth trajectory and potential to capture a larger share in the evolving security landscape.
PANW
08-15 23:11
USPalo Alto Networks
SidePrice | FilledRealized P&L
Buy
Open
174.73
0
--
Closed
Palo Alto Networks
$Palo Alto Networks(PANW)$ I recently increased my position in Palo Alto Networks (PANW) following its rollout of innovative security solutions cen...
TOPThe Retail Trader: Hi, when you buy fractions of shares, how you overcome brokerage?
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3.69K
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Terra_Incognita
·
2025-08-16
$MNDY 20250815 180.0 PUT$ MNDY: Take profit of about 28% from this short put that will expire today 15th Aug. The strike was at $180 and at tonight's trading at $176.5, and a weaker daily trading. Decided to take profit or else risk getting assignment.  The premium collected was good enough to be able to take some profit despite the price now is lower than strike price of $180. Small win to be able to collect premium and avoid upfront capital payment to buy in the shares.  Will decide again if want to initiate similar trade next week. 
MNDY PUT
08-16 00:11
US20250815 180.0
SidePrice | FilledRealized P&L
Buy
Close
3.50
1Lot(s)
+28.32%
Closed
Monday.com Ltd.
$MNDY 20250815 180.0 PUT$ MNDY: Take profit of about 28% from this short put that will expire today 15th Aug. The strike was at $180 and at tonight...
1
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645
General
著名垃圾級基金經理
·
2025-08-16
$SOFI 20250822 22.0 PUT$ SoFi Technologies (SOFI.US) 重啓加密業務具顯著潛力,結合其多元化金融生態與監管利好,市場前景樂觀。《Genius法案》為穩定幣提供清晰監管框架,預計2030年穩定幣市場規模達3-4萬億美元,SoFi可透過推出穩定幣、加密資產抵押貸款及區塊鏈支付等服務搶佔市場。SoFi自2019年起涉足加密領域,擁有豐富經驗與技術基礎,其金融科技平台Galileo支持第三方加密基礎設施,增強競爭力。2025年Q1財報顯示,淨收入7.72億美元,同比增20%,會員數達1090萬,增長34%,展現強勁用戶基礎。相較Coinbase及Robinhood,SoFi一站式服務(貸款、投資、儲蓄)更具整合優勢。當前估值僅16倍EBITDA,遠低於Robinhood的40倍,顯示低估潛力。若加密業務成功,SoFi可望實現收入多元化與估值提升,股價上行空間較大,區塊鏈創新將進一步鞏固其市場地位。
SOFI PUT
08-16 01:41
US20250822 22.0
SidePrice | FilledRealized P&L
Sell
Open
0.20
3Lot(s)
--
Closed
SoFi Technologies Inc.
$SOFI 20250822 22.0 PUT$ SoFi Technologies (SOFI.US) 重啓加密業務具顯著潛力,結合其多元化金融生態與監管利好,市場前景樂觀。《Genius法案》為穩定幣提供清晰監管框架,預計2030年穩定幣市場規模達3-4萬億美元,SoFi可透過推出穩定幣、...
TOPChloeKeynes: I'm intrigued by SoFi's approach and growth potential
1
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769
General
著名垃圾級基金經理
·
2025-08-16
$BMNR 20250822 50.0 PUT$ BitMine Immersion Technologies, Inc. (BMNR) 近期從比特幣挖礦轉型為以太坊儲備企業,成為市場焦點。公司宣布持有超過83.3萬枚ETH,價值約29億美元,成為全球最大以太坊財庫持有者之一,推動股價年內飆升609.38%。7月,ARK Invest購入1.82億美元股票,Peter Thiel持有9.1%股份,顯示機構信心。BMNR更推出10億美元股票回購計劃,強化市場信任。我投機看好!
BMNR PUT
08-16 01:48
US20250822 50.0
SidePrice | FilledRealized P&L
Sell
Open
1.40
1Lot(s)
--
Closed
BitMine Immersion Technologies Inc.
$BMNR 20250822 50.0 PUT$ BitMine Immersion Technologies, Inc. (BMNR) 近期從比特幣挖礦轉型為以太坊儲備企業,成為市場焦點。公司宣布持有超過83.3萬枚ETH,價值約29億美元,成為全球最大以太坊財庫持有者之一,推動股價年內飆升...
1
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6.38K
General
Optionspuppy
·
2025-08-16
$QYLD 20250815 16.66 PUT$  ⸻ Scraping Same-Day Premium on QYLD: 0DTE Cash-Secured Put Today I executed a 0-day-to-expiry (0DTE) cash-secured put on QYLD to capture a small, high-probability premium. The strike was $16.66 with spot trading around $16.86 at entry, and I collected a $0.02 premium per share. Trade snapshot • Underlying: QYLD • Position: Short put (cash-secured) • Strike / Spot at entry: $16.66 / $16.86 (OTM by ~$0.20) • Premium received: $0.02 ($2 per contract) • Breakeven at expiry: $16.64 (strike $16.66 − premium $0.02) Why this works • Time decay is maximal on expiry day; tiny OTM puts can decay to zero rapidly if price remains stable. • Collateral efficiency: On $1,666 collateral per contract, the gross d
QYLD PUT
08-15 22:17
US20250815 16.66
SidePrice | FilledRealized P&L
Sell
Open
0.02
1Lot(s)
--
Closed
Global X Nasdaq 100 Covered Call ETF
$QYLD 20250815 16.66 PUT$ ⸻ Scraping Same-Day Premium on QYLD: 0DTE Cash-Secured Put Today I executed a 0-day-to-expiry (0DTE) cash-secured put on ...
3
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1.30K
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Lanceljx
·
2025-08-16
$UnitedHealth(UNH)$  Analysis: Berkshire’s Move & Is $300 a Good Entry Point? 1. What's Behind the Move Berkshire Hathaway, through its recently filed Q2 2025 13F, revealed that it initiated a new position in UnitedHealth, acquiring approximately 5.04 million shares worth about $1.57 billion, at an average price near $314/share. UnitedHealth stock jumped 10–14% on this news, buoyed by what’s often referred to as the “Buffett Bounce.” Multiple reputable sources describe this as a strategic contrarian move, with Berkshire leaning into healthcare amid broader turbulence and sector underperformance. --- 2. Should You Follow at $300? Reasons It Could Make Sense Valuation anchoring: At around $304, the current price is slightly below Berkshire’s
$UnitedHealth(UNH)$ Analysis: Berkshire’s Move & Is $300 a Good Entry Point? 1. What's Behind the Move Berkshire Hathaway, through its recently fil...
TOPReg Ford: $300 under his entry is tempting, but risks mean small initial buys make sense.
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1.54K
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MilkTeaBro
·
2025-08-16

China Hongqiao 2025 H1 Financial Results Review

China Hongqiao reported double digits growth in its 2025 interim report, with profits up by 35%. The company announced a HKD 3 billion share repurchase but no interim dividend, which, combined with the repurchase, is less than last year's interim dividend. Why is this the case? I continued to delve into the interim financial report and found that capital expenditures increased by 80% during the period. These expenditures are mainly used for new project construction, such as the Yunnan Green Electricity Aluminum Innovation Base. On one hand, China Hongqiao is adhering to carbon neutrality by increasing the use of green electricity. On the other hand, it is deepening its involvement in the aluminum industry chain, such as in emerging industries like integrated aluminum alloy die-casting
China Hongqiao 2025 H1 Financial Results Review
TOPLanlanCC: 1378 pe 9.02 roe 22.4% , unbelievable
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1.74K
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WeChats
·
2025-08-16
 Xiaomi vs Pop Mart: Which Stock Fuels HK’s Rally? Hong Kong’s consumption rally faces a key test this week. Two very different names — Xiaomi ($XIAOMI-W(01810)$  ) and Pop Mart ($POP MART(09992)$  ) — are about to report. One rides on EV and smartphone demand, the other on Gen-Z’s appetite for designer toys. Which story signals whether the rally has legs? --- The Big Picture 🌏 Hong Kong’s equity market has staged a rebound in 2025, powered by consumer sentiment recovery, policy easing, and mainland inflows. But this rally isn’t broad-based. Tech-driven consumption (EVs, gadgets, online services) is climbing, while lifestyle spending remains patchy. >
Xiaomi vs Pop Mart: Which Stock Fuels HK’s Rally? Hong Kong’s consumption rally faces a key test this week. Two very different names — Xiaomi ($XIA...
TOPAstrid Stephen: SU7 deliveries are make-or-break,EV momentum could carry it past smartphone lulls.
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4.51K
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WeChats
·
2025-08-16
Oversold Stocks: Bargains or Traps? 📉💡 Buffett once called it “cigar butt investing” — finding stocks so beaten down that even one more puff could be profitable. With several household names now trading at discounts, the question for Tiger investors is clear: which crashed stocks are worth betting on? --- Why Oversold Stocks Matter Now Markets have been on a tear, yet not every stock joined the rally. Some sectors — healthcare, consumer, even luxury — saw sharp corrections. For retail investors, these pullbacks can mean: Entry points into quality companies at fairer valuations Opportunities to align with institutional rotation (Buffett’s UNH buy is one signal) Traps if structural problems outweigh the “cheapness” As always, not every dip is a gift. Some are warnings. --- The Buffett Playbo
Oversold Stocks: Bargains or Traps? 📉💡 Buffett once called it “cigar butt investing” — finding stocks so beaten down that even one more puff could ...
TOPAstrid Stephen: Buffett’s bet on UNH at $300? Demographics + defensive cash flow = worth a dip buy.
3
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19.73K
Hot
koolgal
·
2025-08-16
🌟🌟🌟I like $Novo-Nordisk A/S(NVO)$ as the global obesity drug market is experiencing rapid growth and is projected to reach significant figures in the coming years.  Goldman Sachs estimates the market to be worth a massive USD 95 billion by 2030. Novo Nordisk's share price is down 40% year todate and a huge 60% in 2024.  It has built a formidable moat around its GLP-1 therapies - notably Ozempic and Wegovy. While Novo Nordisk is not quite in the "cigar butt" territory, I believe that it is undervalued and oversold.  Novo Nordisk also pays a good dividend at 3.30% yield and has solid fundamentals, great for dividend seeking investors like me. @Tiger_comments
🌟🌟🌟I like $Novo-Nordisk A/S(NVO)$ as the global obesity drug market is experiencing rapid growth and is projected to reach significant figures in t...
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4.99K
General
koolgal
·
2025-08-16

From Cigar Butts to Quiet Giants : Buffett's Evolution and the UnitedHealth Bet

🌟🌟🌟What is a Cigar Butt Strategy?  In his early years, Warren Buffett embraced a gritty form of value investing known as the  "Cigar Butt Strategy ".  Inspired by Benjamin Graham, it involved buying companies so cheap that they were practically discarded, yet still had "one last puff" of value left. "A cigar butt found on the street that has only one puff left in it, may not offer much of a smoke but the bargain purchase will make that puff all profit" said Warren Buffett in his 1989 Shareholder Letter. Warren Buffett would buy distressed companies trading below their liquidation value, extract a small gain, maybe a dividend or perhaps a turnaround and move on.  It was rational, disciplined and profitable but it lacked soul.  Why The Cigar Butt Strategy Worked and
From Cigar Butts to Quiet Giants : Buffett's Evolution and the UnitedHealth Bet
TOPquixy: Incredible insight and evolution! [Heart]
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